Welcome to Raymond James
Morgan Keegan is now part of Raymond James. The combined firm is one of the country's largest independent full-service wealth management and capital market firms not headquartered on Wall Street. Services include securities brokerage, financial portfolio management, merchant banking, investment banking, insurance brokerage, commodity futures trading, investment consultation and financial research and consultation.
See information about your account or the services provided through Raymond James using the links below.
For financial advisors:
Institutional:
Trying to log in to access your account?
Thanks for your interest in accessing your accounts online. Investor Access is Raymond James' online account management tool.
If you have not enrolled, you can do so at raymondjames.com/investoraccess using your Raymond James account number, which you may obtain from your financial advisor or Raymond James Client Services at 877.752.2237 or 727.567.6599.
Once enrolled, you will be able to access historical Morgan Keegan account activity and statements on Investor Access.
Log in at raymondjames.com/investoraccess, or click the Account Login in the navigation above.
Looking to import 2012 Morgan Keegan data into TurboTax?
You can import your tax-year 2012 Morgan Keegan data into TurboTax. When you reach the financial institution drop-down menu in Turbo Tax, select Morgan Keegan, and then enter your previous Client Access Client ID and Password.
Morgan Keegan legal disclosures
Reference Morgan Keegan historical legal information, including the firm’s privacy policy and information about settlement claims. See Morgan Keegan legal disclosures.